Dimensional World Eqty ETFDFAWETF
13F holders, Q4 2024 (December 31)125holders +39
22new positions
3sold out
1famous investor
$62.39avg. 13F price*
At the end of Q4 2024, 125 institutions reported holding Dimensional World Eqty ETF (DFAW) in their 13F filings, up 39 from Q3 2024. 22 opened new positions and 3 sold out. The largest holders were Arlington Financial Advisors, LLC ($32.1M), First Pacific Financial ($30.5M) and Wealth Management Nebraska ($20.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional World Eqty ETF
- CUSIP
- 25434V617
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $6.9M |
| Exits | 3 | $616K |
All 13F filers, Q3 2024 → Q4 2024: 471,250 shares bought and 101,241 shares sold, net +370,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Arlington Financial Advisors, LLC | 6.38% | Add +3.4% | 513,998 | $32.1M |
| First Pacific Financial | 7.10% | Add +13.9% | 488,644 | $30.5M |
| Wealth Management Nebraska | 3.33% | — | 327,434 | $20.5M |
| DiNuzzo Private Wealth, Inc. | 2.04% | Reduce -4.0% | 257,656 | $16.1M |
| JP Wealth Management, Inc. | 9.55% | — | 208,177 | $13.0M |
| Strategic Investment Solutions, Inc. | 4.31% | Reduce -14.8% | 213,196 | $12.9M |
| Abacus Planning Group, Inc. | 2.15% | Add +3.9% | 195,198 | $12.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.35% | Add +8.4% | 172,437 | $10.8M |
| Sivia Capital Partners, LLC | 4.76% | Add +10.1% | 153,335 | $9.6M |
| HFG Wealth Management, LLC | 5.80% | Reduce -6.5% | 140,968 | $8.9M |
| Physician Wealth Advisors, Inc. | 1.49% | Add +14.5% | 140,935 | $8.8M |
| Bryant Woods Investment Advisors, LLC | 3.69% | Add +9.1% | 121,970 | $7.6M |
| American Investment Services, Inc. | 1.11% | Add +854.5% | 100,735 | $6.3M |
| McMill Wealth Management | 1.98% | — | 78,438 | $4.9M |
| Stratos Investment Management, LLC | 0.28% | Reduce -18.3% | 74,182 | $4.6M |
| Apella Capital, LLC | 0.17% | Add +11.3% | 68,972 | $4.3M |
| Builder Investment Group Inc. | 1.01% | Add +7.3% | 59,721 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 49,440 | $3.1M |
| Evanson Asset Management, LLC | 0.20% | Add +38.8% | 46,003 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +2.9% | 43,010 | $2.7M |
| Main Street Financial Solutions, LLC | 0.26% | No change | 41,901 | $2.6M |
| Syverson Strege & Co | 0.76% | Reduce -1.3% | 36,485 | $2.3M |
| AssuredPartners Investment Advisors, LLC | 0.41% | — | 33,903 | $2.1M |
| TCI Wealth Advisors, Inc. | 0.18% | Add +32.7% | 33,632 | $2.1M |
| Sprinkle Financial Consultants LLC | 1.39% | Add +30.6% | 32,566 | $2.0M |
| Krilogy Financial LLC | 0.13% | Add +0.6% | 32,020 | $2.0M |
| Babb Wealth Advisors LLC | 1.60% | — | 31,822 | $2.0M |
| Prudent Man Investment Management, Inc. | 1.06% | — | 30,627 | $1.9M |
| Spinnaker Investment Group, LLC | 0.39% | Add +27.6% | 25,882 | $1.6M |
| Parkshore Wealth Management, Inc. | 0.87% | — | 23,125 | $1.4M |
| Warburton Capital Management, LLC | 1.03% | — | 22,065 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +0.5% | 21,964 | $1.4M |
| AQR Capital Management | 0.00% | New | 20,240 | $1.3M |
| LPL Financial LLC | 0.00% | Add +169.5% | 19,767 | $1.2M |
| Fiduciary Financial Group, LLC | 0.26% | Add +139.9% | 18,954 | $1.2M |
| Barry Investment Advisors, LLC | 0.37% | Add +6.2% | 18,455 | $1.2M |
| MB Generational Wealth, LLC | 0.73% | Add +41.7% | 15,918 | $994K |
| Mosaic Family Wealth Partners, LLC | 0.14% | Reduce -9.2% | 15,761 | $984K |
| Sterling Wealth Management, Inc. | 0.31% | Add +35.3% | 13,322 | $832K |
| Chicago Partners Investment Group LLC | 0.03% | Add +95.7% | 12,555 | $788K |
| Bank of Montreal | 0.00% | Reduce -49.5% | 11,793 | $737K |
| Falcon Wealth Planning | 0.08% | Add +64.8% | 11,482 | $717K |
| Keystone Financial Group, Inc. | 0.58% | — | 11,416 | $713K |
| Ruedi Wealth Management, Inc. | 0.22% | Add +12.8% | 11,234 | $702K |
| Foster Group, Inc. | 0.03% | Add +0.9% | 10,607 | $663K |
| Riverbend Wealth Management, LLC | 0.53% | — | 9,584 | $599K |
| SC&H Financial Advisors, Inc. | 0.12% | Add +63.9% | 9,545 | $596K |
| Blue Trust, Inc. | 0.01% | Add +43.4% | 9,236 | $577K |
| Total Wealth Planning, LLC | 0.09% | Add +66.7% | 9,191 | $574K |
| Austin Asset Management Co Inc | 0.12% | Add +109.7% | 9,183 | $574K |
| RS Crum Inc. | 0.14% | Reduce -4.5% | 8,752 | $547K |
| Triune Financial Partners, LLC | 0.17% | New | 8,624 | $539K |
| Mercer Global Advisors Inc. | 0.00% | Add +34.1% | 8,533 | $533K |
| Betterment LLC | 0.00% | Add +2.8% | 8,370 | $523K |
| Berger Financial Group, Inc | 0.04% | New | 8,237 | $514K |
| Vestia Personal Wealth Advisors | 0.42% | Add +87.6% | 8,135 | $508K |
| Belpointe Asset Management LLC | 0.03% | No change | 7,959 | $497K |
| Jentner Corp | 0.14% | New | 7,854 | $491K |
| Strathmore Capital Advisors, Inc. | 0.35% | — | 7,784 | $486K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +38.0% | 7,694 | $481K |
| Hippocratic Financial Advisors, LLC | 0.32% | — | 7,432 | $464K |
| EverSource Wealth Advisors, LLC | 0.03% | New | 7,412 | $463K |
| Root Financial Partners, LLC | 0.05% | No change | 6,989 | $437K |
| Phillips Financial Management, LLC | 0.03% | Add +112.7% | 6,974 | $436K |
| Compass Capital Corp. /Ma/ | 0.16% | — | 6,433 | $402K |
| Townsquare Capital LLC | 0.00% | New | 6,350 | $397K |
| Shore Point Advisors, LLC | 0.21% | Add +58.3% | 6,178 | $386K |
| Plancorp, LLC | 0.02% | New | 6,111 | $382K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,525 | $345K |
| DecisionPoint Financial, LLC | 0.10% | Add +7.5% | 5,489 | $343K |
| Alpha Financial Advisors, LLC | 0.15% | Add +5.8% | 5,331 | $333K |
| Pacific Asset Management, LLC | 0.31% | — | 5,283 | $330K |
| Mustard Seed Financial, LLC | 0.26% | Add +44.9% | 5,218 | $326K |
| Investment Advisory Group, LLC | 0.11% | Add +1.6% | 5,102 | $319K |
| Advisory Services Network, LLC | 0.01% | New | 5,066 | $316K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.1% | 4,992 | $312K |
| Parkwoods Wealth Partners, LLC | 0.25% | New | 4,976 | $311K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 4,875 | $304K |
| RAM Investment Partners, LLC | 0.07% | Add +15.3% | 4,804 | $300K |
| Boyce & Associates Wealth Consulting, Inc. | 0.30% | Add +21.3% | 4,773 | $298K |
| FMB Wealth Management | 0.16% | New | 4,557 | $285K |
| BOS Asset Management, LLC | 0.10% | Add +13.5% | 4,557 | $285K |
| Monograph Wealth Advisors, LLC | 0.04% | New | 4,307 | $269K |
| Nemes Rush Group LLC | 0.03% | New | 4,287 | $268K |
| PBMares Wealth Management LLC | 0.05% | Add +10.7% | 4,047 | $253K |
| Greenspring Advisors, LLC | 0.05% | Add +11.2% | 4,030 | $252K |
| Mills Wealth Advisors LLC | 0.14% | New | 3,869 | $242K |
| Fonville Wealth Management LLC | 0.08% | New | 3,784 | $236K |
| Mutual Advisors, LLC | 0.01% | New | 3,712 | $235K |
| Smith Anglin Financial, LLC | 0.02% | Add +0.5% | 3,611 | $226K |
| Lam Group, Inc. | 0.16% | Add +1.9% | 3,608 | $225K |
| Adero Partners, LLC | 0.01% | New | 3,580 | $224K |
| Envision Financial Planning, LLC | 0.11% | Add +3.4% | 3,510 | $219K |
| Tilson Financial Group, Inc. | 0.09% | Reduce -15.6% | 3,484 | $218K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -21.5% | 3,346 | $209K |
| Savant Capital, LLC | 0.00% | New | 3,320 | $207K |
| Annandale Capital, LLC | 0.04% | New | 3,307 | $207K |
| Porter White Investment Advisors, Inc. | 0.10% | Reduce -8.9% | 3,312 | $207K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -23.3% | 3,288 | $205K |
| Pillar Financial Advisors, LLC | 0.15% | — | 3,242 | $203K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 3,208 | $200K |
| Coston, McIsaac & Partners | 0.05% | Add +7.3% | 2,718 | $169K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 2,653 | $166K |
| Mather Group, Llc. | 0.00% | No change | 2,182 | $136K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.5% | 1,920 | $120K |
| Concord Wealth Partners | 0.02% | Add +62.7% | 1,863 | $116K |
| Curio Wealth, LLC | 0.05% | — | 1,490 | $93K |
| Crews Bank & Trust | 0.01% | — | 1,265 | $79K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +54.6% | 1,034 | $65K |
| SJS Investment Consulting Inc. | 0.01% | Add +22.5% | 816 | $51K |
| Morgan Stanley | 0.00% | Reduce -3.6% | 808 | $50K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 685 | $43K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 593 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 486 | $30K |
| Promus Capital, LLC | 0.02% | — | 481 | $30K |
| Osaic Holdings, Inc. | 0.00% | New | 384 | $24K |
| Avior Wealth Management, LLC | 0.00% | Add +12600.0% | 254 | $16K |
| Pinney & Scofield, Inc. | 0.01% | — | 232 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 199 | $12K |
| Allworth Financial LP | 0.00% | No change | 165 | $11K |
| Quent Capital, LLC | 0.00% | No change | 134 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 90 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 17 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 13 | $812 |
| Cordant, Inc. | 0.00% | New | 1 | $63 |
"% of holder's portfolio" is DFAW's weight in each manager's 13F, not the share of Dimensional World Eqty ETF the manager owns.